 Location
This is the cemetery Location to be referenced / affected by the Transaction.
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Type
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Notes
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Rules
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Compulsory
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Format
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Edit
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Size
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Default
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Error Message
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Lookup
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All pre-existing rules apply, plus:
1. If S&B Type = Burial Booking:
a. Restrict search options to exclude Primary Location Group records.
That is, where Location Group Record = Y.
b. When S&B status is changed to completed - check that Location is not a Location Group.
2. If S&B Type = Interment Right Transfer:
Restrict search options to exclude Location Group component records.
That is, where Primary Location is not null.
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1b. Please check location record; interments not allowed into the Primary record of a Location Group.
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S&B Summary screen / Financial summary
Includes a snapshot of open orders, invoices/credits and customer receipts associated with this Sales & Booking record.
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Summary Total
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Order Type
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Status
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Calculation
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Quote
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Quote
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Open
On Hold
Reminder Sent
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Sum
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Invoice
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Invoice
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Invoiced
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Sum
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Credit Note
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Credit Note
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Open
On Hold
Reminder Sent
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Sum
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Receipt
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(refer receipts)
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Sum
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Balance
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Addition:
+ Quote/s
+ Invoice/s
- Credit/s
+ Receipts
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